Ability to duplicate an Opportunity and then change the client name
Very often, many of my clients are bidding on the same projects. It would be nice to be able to Duplicate one clients job and change the client name. I have many UDF's, and a lot of the info is the same. It would save heaps of time on data entry.
10
votes
Wayne
shared this idea
-
Peter Somogyi commented
Perhaps an opportunity template would give even more flexibility. You could include the ability to first create a template from an existing Opp or just create templates directly for different types of Opps. Then, create a new opp from a template.